Roth Financial Group, Merritt Island, Florida

Newsletters

A Steady Strategy

Discover how dollar-cost averaging may help alleviate some market concerns by making regular investments regardless of market movements.
Grandparent 529 Plans Get a Boost Under New FAFSA Rules

Read how the FAFSA Simplification Act helps grandparents assist with college costs without impacting their grandchildren’s financial aid.
401(k) and IRA: A Combined Savings Strategy

Do you know the differences between a 401(k) and an IRA? Find out how they might work together to boost your retirement assets.
Your Social Security Statement: What’s in It for You?

This article explains some of the key information provided on a personalized Social Security Statement.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?